See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,769 | $51,576+25.6% | $129,207-49.9% | $80,856-19.9% |
| Participation rate | 57.6% | 57.0%+0.6pp | 69.6%-12.0pp | 67.6%-10.1pp |
| Annual return | 17.02% | 20.81%-3.8pp | 9417.33%-9400.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,552 | $1,584-2.0% | $4,153-62.6% | $2,755-43.7% |
| Participant deferral / active EE | $3,719 | $2,669+39.4% | $4,168-10.8% | $4,296-13.4% |
| Admin fee / account holder | $5,587 | $4,305+29.8% | $7,715-27.6% | $6,918-19.2% |